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home/Assistance/Admin/How to exclude an agent from my ProAbono business?

How to exclude an agent from my ProAbono business?

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Context

As part of using ProAbono, you have the ability to exclude agents to revoke their access to the ProAbono back office.
These agents will no longer be able to log in. If you want to grant them access again, you will need to recreate their accounts.

Procedure

1) Go to the Admin section

  • Click on the “Admin” button from the left menu.
  • Click on the “Agents” section.

2) Access the agent’s rights management form

  • Select the agent from the list of your agents.

3) Exclude the agent.

Once on the detailed page of the selected agent’s rights, you just need to:

  • Click on the “Actions” button.
  • Click on “Exclude“.

4) Confirm

  • Simply choose the segment(s) from which you want to exclude the agent.
  • Click on “Exclude“.


In this example, the agent will be excluded from the “Site de demo” and “dummy” segment.

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